Baird Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
35,076
+7,045
| +25% | +$172K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $619K | Sell |
28,031
-8,224
| -23% | -$182K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $840K | Buy |
36,255
+16,503
| +84% | +$383K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $447K | Buy |
19,752
+5,151
| +35% | +$116K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $313K | Hold |
14,601
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q1 | $302K | Buy |
14,601
+2,724
| +23% | +$56.4K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $223K | Sell |
11,877
-4,158
| -26% | -$78.2K | ﹤0.01% | 1610 |
|
|
2023
Q3 | $270K | Sell |
16,035
-957
| -6% | -$16.1K | ﹤0.01% | 1537 |
|
|
2023
Q2 | $297K | Buy |
16,992
+474
| +3% | +$8.27K | ﹤0.01% | 1510 |
|
|
2023
Q1 | $266K | Sell |
16,518
-4,578
| -22% | -$73.8K | ﹤0.01% | 1528 |
|
|
2022
Q4 | $318K | Buy |
21,096
+2,967
| +16% | +$44.7K | ﹤0.01% | 1438 |
|
|
2022
Q3 | $256K | Buy |
18,129
+3,228
| +22% | +$45.6K | ﹤0.01% | 1515 |
|
|
2022
Q2 | $222K | Buy |
+14,901
| New | +$222K | ﹤0.01% | 1670 |
|
|
2022
Q1 | – | Sell |
-14,814
| Closed | -$281K | – | 1918 |
|
|
2021
Q4 | $281K | Buy |
+14,814
| New | +$281K | ﹤0.01% | 1705 |
|
|
2016
Q1 | – | Sell |
-27,786
| Closed | -$225K | – | 1269 |
|
|
2015
Q4 | $225K | Buy |
+27,786
| New | +$225K | ﹤0.01% | 1136 |
|
|
2015
Q3 | – | Sell |
-26,112
| Closed | -$214K | – | 1311 |
|
|
2015
Q2 | $214K | Buy |
+26,112
| New | +$214K | ﹤0.01% | 1206 |
|